Business advisory

For many business owners, your business is the most significant financial asset on the balance sheet…WealthPoint was founded on the belief that all too often, in planning, entrepreneurs and affluent family groups are asked to make big decisions lacking the raw material they need to make great decisions. We believe that both the client and their longstanding, inner-circle advisors, can sense something’s missing. For clients with the right demographics, we’ll make the personal introduction to a Wealthpoint partner to explore the difference between a planning process and a decision-making process to gain the wisdom about your desired outcomes.